Secure Asset Management, LLC: 13F holdings

CIK 18006922026Q2

Positions320
Reported value$712.2m
Filed2026-07-15

Top 10 holdings

SecuritySharesValueWeight
VGIT VANGUARD SCOTTSDALE FDS664,284$39.2m5.5%
NVDA NVIDIA CORPORATION144,954$29.0m4.1%
QQQM INVESCO EXCH TRADED FD TR II69,722$21.1m3.0%
VOO VANGUARD INDEX FDS29,953$20.6m2.9%
IVV ISHARES TR24,557$18.4m2.6%
AAPL APPLE INC59,722$17.3m2.4%
SRLN SSGA ACTIVE ETF TR379,830$15.3m2.1%
IGSB ISHARES TR283,647$14.9m2.1%
LMBS FIRST TR EXCHANGE-TRADED FD296,908$14.8m2.1%
JMBS JANUS DETROIT STR TR327,232$14.7m2.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1800692")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples